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Kathleen Obrien
Kathleen Obrien
Senior Vice President | Regional Trust Manager | Arden Trust Company
Wilmington, Delaware, United States
Kathleen Obrien
Summary
Kathleen O'Brien is a seasoned trust services and fiduciary professional with over 25 years of experience in the wealth management sector. Currently serving as Senior Vice President and Regional Trust Manager at Arden Trust Company, she has cultivated a robust understanding of fiduciary compliance, trust tax regulations, and investment principles. Kathleen's career has spanned prestigious institutions such as Wells Fargo and Morgan Stanley Trust, where she has demonstrated her ability to lead teams and manage complex trust administration processes. Her expertise encompasses a wide range of financial services, including estate planning, asset management, and elder advocacy. Kathleen is passionate about providing high-quality financial guidance to clients, particularly high net worth individuals. With a strong educational background in physical therapy studies, she brings a unique perspective to her financial practice. Outside of her professional life, she is likely to engage in community service or advocacy related to elder care, given her specialization in elder advocacy.
Kathleen Obrien
Work Experience
Senior Vice President | Regional Trust Manager at
Arden Trust Company
July 2015 - Present
Vice President | Team Lead | Senior Trust Officer at
Wells Fargo
July 2012 - July 2015
Director | Vice President | Senior Trust Officer at
Morgan Stanley Trust
March 2002 - December 2009
Director | Vice President | Senior Trust Officer at
Merrill Lynch/Wfc/L. Inc.
November 1995 - March 2002
Assistant Vice President | Trust Officer at
Northern Trust Bank
June 1986 - November 1995
Kathleen Obrien
Education
Southern Illinois University, Physical Therapy/Therapist
January 1970 - January 1970
Arizona State University, Bachelor's Degree
Frequently Asked Questions about Kathleen Obrien
What is Kathleen Obrien email address?
Kathleen Obrien's primary email address is ***************@ardentrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kathleen Obrien work for?
Kathleen Obrien is a Senior Vice President | Regional Trust Manager at Arden Trust Company, a company specializing in Monetary Authorities-Central Bank.
Where Kathleen Obrien graduated from?
Kathleen Obrien holds a degree in from Southern Illinois University.
How can I directly contact Kathleen Obrien?
To contact Kathleen Obrien directly, you can use the email address ***************@ardentrust.com. Complete contact information is available upon registration with Muraena.
Who is Kathleen Obrien?
Kathleen O'Brien is a seasoned trust services and fiduciary professional with over 25 years of experience in the wealth management sector. Currently serving as Senior Vice President and Regional Trust Manager at Arden Trust Company, she has cultivated a robust understanding of fiduciary compliance, trust tax regulations, and investment principles. Kathleen's career has spanned prestigious institutions such as Wells Fargo and Morgan Stanley Trust, where she has demonstrated her ability to lead teams and manage complex trust administration processes. Her expertise encompasses a wide range of financial services, including estate planning, asset management, and elder advocacy. Kathleen is passionate about providing high-quality financial guidance to clients, particularly high net worth individuals. With a strong educational background in physical therapy studies, she brings a unique perspective to her financial practice. Outside of her professional life, she is likely to engage in community service or advocacy related to elder care, given her specialization in elder advocacy.
Kathleen`s contact details
***************@ardentrust.com
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